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Trent Rose

Financial Adviser

Invest Blue
Varsity Lakes, QLD 4227

Note: This is an unclaimed profile. The information shown was sourced from public records. If you are this professional, please contact [email protected] to claim this profile.

About

Trent Rose is an ASIC-registered financial adviser dedicated to helping clients achieve their financial goals. With a solid educational foundation including a Bachelor of Business from Griffith University and advanced diplomas in financial planning and mortgage broking, Trent brings a wealth of knowledge and experience to every client interaction. His commitment to ethical and professional standards is reflected in his ongoing professional development. Trent is authorized to provide advice on a comprehensive range of financial products, ensuring tailored solutions to meet diverse needs. He specialises in superannuation, insurance, and wealth management, and can provide expert guidance in retirement planning and investment strategies. Key services offered include: • Superannuation advice • Insurance solutions • Wealth management • Retirement planning • Investment advice Trent's personalized approach focuses on building long-term relationships with clients, providing ongoing support and guidance as their financial needs evolve. Whether you're planning for retirement, seeking to grow your wealth, or require expert insurance advice, Trent is here to help. Contact Trent today to arrange a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Superannuation advice Retirement planning Wealth management Insurance solutions Investment advice

Client Types

Personal Investors SMSF Self-Employed

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

000318278

Verify on MoneySmart Register

Frequently Asked Questions

What financial planning services does Trent Rose offer?

Trent Rose offers a comprehensive range of financial planning services including superannuation advice, insurance solutions, wealth management, retirement planning, and investment advice.

What qualifications does Trent Rose have?

Trent Rose holds a Bachelor of Business from Griffith University, a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and a Diploma of Finance and Mortgage Broking Management.

How does Trent Rose approach financial planning?

Trent Rose takes a personalized approach, focusing on building long-term relationships with clients and providing ongoing support and guidance as their financial needs evolve.

What should I expect during my first meeting with Trent Rose?

During your first meeting, Trent will take the time to understand your financial goals, current situation, and risk tolerance. He will then develop a tailored plan to help you achieve your objectives.

Is Trent Rose a registered financial advisor?

Yes, Trent Rose is an ASIC-registered financial advisor.

Get in Touch

Contact Trent directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.